I think Ben Thompson's take on Intel is pretty good... they missed the mobile opportunity and their current failures were decades in the making. Here's a recent article, but he's been writing about it since 2013: https://stratechery.com/2025/apple-and-the-ghosts-of-companies-past/
💯!! There's an argument that some companies start feeling comfortable and become risk averse... I won't go into the pseudoscientific psychology behind the argument, but I'm guessing you know it better than I do 😉
Love your post - one interesting framework we got taught in the strategy module during my MBA was that of a trend radar. It’s a really useful way of mapping out future disruptive trends that may influence your space!
I think Ben Thompson's take on Intel is pretty good... they missed the mobile opportunity and their current failures were decades in the making. Here's a recent article, but he's been writing about it since 2013: https://stratechery.com/2025/apple-and-the-ghosts-of-companies-past/
Thank you very much for pointing me to this article, Eric. Very interesting!
💯!! There's an argument that some companies start feeling comfortable and become risk averse... I won't go into the pseudoscientific psychology behind the argument, but I'm guessing you know it better than I do 😉
Love your post - one interesting framework we got taught in the strategy module during my MBA was that of a trend radar. It’s a really useful way of mapping out future disruptive trends that may influence your space!